11 Steps to Plan CRM

11 Steps to Plan CRM CRM Eleven recommendations for planning a Customer Relationship Management PROCESS strategy that creates early success and achieves outstanding long term value Build a Project Team #1 A recommended CRM project team will include an executive sponsor, project manager, CRM administrator & key users. Define your CRM Vision #2 Set high level goals for your strategy. Examples may include better reporting, shorter sales cycles, converting more marketing leads & improved customer retention. Define your #3 Prioritise your CRM Goals Processes Review your Plan your CRM implementation with a phased approach that focuses on quick wins. processes to assess how they'll be managed by a CRM application. # 4 Consider Reporting Output Confirm the critical metrics that you want your #5 CRM system to measure. Think about the type of reports, charts and dashboards you'll need to track progress. CRM Fields and Data #6 Confirm what data you need to track on each CRM record including contacts, sales opportunities, support cases, campaigns, leads & any other relationship & process that need to be managed. #7 #8 Prepare Data What data needs to be imported to your new CRM system? How clean is it? If you're importing history how far do you want to go back? What type of Integrating CRM Which applications will your CRM application need to integrate with? What level of integration is needed with other data sources? This may include read-only access, 1-way or 2-way sync, order processing & website integration. records will be imported in addition to contacts & companies? X: User Access & Security How will CRM data be shared among teams? #9 Consider what level of access each user role should have. Do any permissions need to be withheld e.g. export to Excel or access all records? Identify the Risks Every CRM project has risks involving technology, users and processes. Assess the biggest risks to your project #10 and take steps to mitigate these threats. #11 Now that you have 11 steps to progress your Customer Relationship Management project, contact Preact to discuss & implement your strategy with advice from our CRM experts. Create a User Adoption Strategy Poor user adoption is the No.1 cause of CRM pain. Consult key users for ideas at an early stage and visit: www.preact.co.uk CRMe *PREÁCT stimulate interest. Secure visible exceeding customer expectations CRM commitment from board level. Nominate a CRM 'go-to’person in Microsoft Partner 2012 PRESIDENT'S CLUB for Microsoft Dynamics each department and give users the benefit of more than just a generic Gold Customer Relationship Management training session. O Preact Limited 2012 TECHNOLOGY PEOPLE